CPADVISORS

Owner

Goods & Services

Capital investment consultation; Capital investment services; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Management of a capital investment fund; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement